Jackson, Grant Investment Advisers, Inc.
Q1 2025 13F Holdings
- Locationstamford, CT
- Num holdings
380
- Value ($000)
$258,332
- Date Filed05/06/2025
- Form type13F-HR
- CIK0001650300
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $33.86M | 13 % | 60,530 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $25.28M | 10 % | 145,929 | ||
KRE SPDR SER TR | S&P DIVID ETF | 78464A763 | $23.51M | 9 % | 173,259 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $19.18M | 7 % | 98,875 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $13.14M | 5 % | 50,793 | ||
SPLV INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 46138E354 | $7.89M | 3 % | 105,553 | ||
ABBV ABBVIE INC | COM | 00287Y109 | $6.53M | 3 % | 31,160 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $6.21M | 2 % | 16,531 | ||
DVY ISHARES TR | SELECT DIVID ETF | 464287168 | $5.43M | 2 % | 40,430 | ||
PFF ISHARES TR | PFD AND INCM SEC | 464288687 | $5.06M | 2 % | 164,509 |
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